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Tax Bonus: Invest in a Trust Company and Reap the Rewards

The tax benefit which is 18% when supporting an SME rises to 25% when the company has a social resource.

Public authorities encourage savers to finance unregistered companies, through their life insurance and their retirement savings. But they also have the ability to invest directly in the capital of SMEs, with reduced income tax (IR-SME). “The tax benefit amounts to 18% of investments, included within the limit of €50,000 for single taxpayers, €100,000 for couples subject to joint taxes, which gives a maximum tax reduction of €9,000 at €18,000 »celebrates Yuna Marquis, regional representative of the French Family Office Association (Affo), in Rennes. Payments that exceed these ceilings entitle you to the same tax benefit for the following four years. And if the reduction is greater than tax loophole cap of €10,000, can be carried forward for five years.

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2024-11-30 20:01:00
#advantage #tax #bonus #investing #trust #company
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